Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,559 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,246 | $52,722-59.7% | $90,440-76.5% | $73,412-71.1% |
| Participation rate | 91.0% | 67.7%+23.3pp | 72.7%+18.3pp | 72.2%+18.8pp |
| Annual return | 20.35% | 20.70%-0.4pp | 1294.38%-1274.0pp | 59.30%-38.9pp |
| Employer contribution / active EE | $2,660 | $1,872+42.1% | $3,263-18.5% | $2,234+19.1% |
| Participant deferral / active EE | $1,490 | $2,810-47.0% | $3,964-62.4% | $3,806-60.8% |
| Admin fee / account holder | $16 | $117-86.4% | $5,615-99.7% | $158-89.9% |